Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,071 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
4,100
shares
|
$381,874
0.01% of portfolio
|
Q4 2024
Added 86.36%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,067
shares
|
$378,800
0.03% of portfolio
|
Q2 2022
Reduced 5.83%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
3,926
shares
|
$365,667
0.19% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
3,904
shares
|
$363,618
0.01% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
3,854
shares
|
$358,961
0.01% of portfolio
|
Q4 2024
Reduced 33.62%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,828
shares
|
$356,539
0.04% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
3,819
shares
|
$355,701
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
3,817
shares
|
$355,515
0.12% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,786
shares
|
$352,628
0.07% of portfolio
|
Q4 2024
Reduced 20.84%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,750
shares
|
$349,275
0.01% of portfolio
|
Q4 2024
Reduced 66.31%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
3,747
shares
|
$348,995
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
3,733
shares
|
$347,691
0.11% of portfolio
|
Q4 2024
Added 37.95%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
3,721
shares
|
$346,573
0.14% of portfolio
|
Q3 2023
Reduced 32.64%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,685
shares
|
$343,220
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
3,662
shares
|
$341,078
0.64% of portfolio
|
Q3 2023
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
3,652
shares
|
$340,147
0.05% of portfolio
|
Q4 2024
Added 25.28%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
3,615
shares
|
$336,701
0.18% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
3,600
shares
|
$335,304
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,581
shares
|
$333,534
0.0% of portfolio
|
Q4 2024
Added 47.73%
|
|
|
Cabana LLC
Fayetteville, AR |
Jan 24, 2025 Q4 2024 |
3,580
shares
|
$333,441
1.64% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
3,554
shares
|
$331,019
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,552
shares
|
$330,833
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,533
shares
|
$329,063
0.03% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
3,511
shares
|
$327,014
0.07% of portfolio
|
Q4 2024
Reduced 19.8%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
3,506
shares
|
$326,548
0.15% of portfolio
|
Q3 2024
Added 41.71%
|